- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
Did you get a check from the 401 K custodian ?
Did you do a custodian to custodian transfer ? This would mean 1 financial institution sent the money directly to the other, with out you actually receiving it. You mentioned Rolled over your 401 K.... This is NOT a distribution, and NO tax is do. Either way, if custodian transfer was done your good. If you received a check and were responsible to "roll it over", yourself then you had 60 days to do it.
‎January 29, 2022
9:41 AM